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TOP 30 Portfolio management in West Linn, OR
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Waterman Wealth Strategies
Waterman Wealth Strategies is a leading financial institution located at 1753 Dollar Street in West Linn, Oregon, United States. Specializing in wealth management and financial planning, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and strategic investment strategies, we strive to provide our clients with the best possible financial solutions tailored to their individual needs. Trust Waterman Wealth Strategies to help you navigate the complexities of the financial world and build a secure financial foundation for you and your family.
Stephen Carbaugh - Financial Advisor, Ameriprise Financial Services, LLC
Stephen Carbaugh is a financial advisor at Ameriprise Financial Services, LLC, located at 1800 Blankenship Road, West Linn, Oregon, United States. Stephen offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. Stephen prioritizes client relationships and regularly reviews and updates financial strategies as life changes. Ameriprise Financial is recognized as one of the Most Trusted Wealth Managers, providing clients with confidence in their financial future. Interested individuals can schedule a complimentary initial consultation to discuss their financial goals and learn more about how Stephen can help. Please note that investment products involve risks and are not guaranteed by any financial institution. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Stephen Carbaugh is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Get in touch to start planning for a more secure financial future with Ameriprise Financial Services, LLC.
Halcyon Financial Planning
Halcyon Financial Planning, located at 21900 Willamette Drive in West Linn, Oregon, has recently merged with Abacus Wealth Partners. This merger allows clients to access a wider range of financial services, including the Abacus Sustainable Portfolio, an innovative investment program. As a Registered Investment Adviser with the U.S. Securities & Exchange Commission, Abacus Wealth Partners provides comprehensive financial planning, investment management, and wealth management services. Please consult with a tax professional before making any investment decisions.
Jeff Marshall - Financial Advisor, Ameriprise Financial Services, LLC
Jeff Marshall is a Financial Advisor at Ameriprise Financial Services, LLC located at 1800 Blankenship Road, West Linn, Oregon, United States. Jeff holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment fiduciary practices, and portfolio management. With a focus on providing tailored financial advice to individuals, retirees, small business owners, and high net worth clients, Jeff offers a range of services including retirement planning, investment strategies, and risk management. Jeff is committed to upholding a code of ethics and continuing education to ensure he provides the highest level of service to his clients.
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